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Trade Review

Repeatable end-of-day, weekly, and quarterly trade-review workflows covering playbooks, execution quality, exits, mistakes, and process improvement.

Exit Strategy Review: A Trader's Data-Driven Guide

A familiar trading frustration looks like this. A position gets closed green, the blotter shows a profit, and then the chart keeps running without that trader. The opposite is just as common. A winner gets too much room, reverses, and leaves behind a scratch trade or a loss that never

Actionable Insights: A Trader's Guide to Finding an Edge

A trading journal can become a strange form of procrastination. The spreadsheet grows, screenshots pile up, tags look organized, and nothing changes where it matters: execution, sizing, exits, and risk discipline. That's the trap. Many active traders are sitting on months of trade data and still repeating the

How Playbooks Transform Trade Reviews Into Actionable Process Improvement

Explore how TradeTally's playbooks feature helps traders turn trade review insights into structured, actionable rules—boosting discipline and delivering a consistent process for trading improvement.

How the TradeTally iOS App Streamlines End-of-Day Reviews

See how TradeTally’s iOS app empowers active traders to perform structured, actionable end-of-day reviews—from accessing trade stats and writing diary entries to spotting patterns with performance heatmaps and reviewing playbooks on the go.

Optimize Trading: Quarterly Performance Review Guide

A quarter ends, and the account statement looks fine on the surface. A few large winners carried the month. A couple of ugly losses still sting. The trader remembers the excitement around the best trades and the frustration around the worst ones, but memory alone can't answer the

Master Your Profit Loss Analysis: 2026 Trader’s Guide

A profitable week can hide a bad process. Many traders end Friday with more money in the account than they started with, then call that success. But if they can't explain which symbols paid, which setups leaked, which fees ate the edge, or whether open positions are flattering